HoldingsChannel.com
Funds Holding IQI
HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.1,160,669$13,591 03/31/2020
     IQI1,160,669$13,591 03/31/2020
Sit Investment Associates Inc.783,300$9,172 03/31/2020
     IQI783,300$9,172 03/31/2020
Parametric Portfolio Associates LLC614,945$7,201 03/31/2020
     IQI614,945$7,201 03/31/2020
Guggenheim Capital LLC426,713$4,997 03/31/2020
     IQI426,713$4,997 03/31/2020
Mackay Shields LLC415,881$4,870 03/31/2020
     IQI415,881$4,870 03/31/2020
UBS Group AG322,484$3,776 03/31/2020
     IQI322,484$3,776 03/31/2020
Robinson Capital Management LLC320,777$3,756 03/31/2020
     IQI320,777$3,756 03/31/2020
Stifel Financial Corp284,831$3,343 03/31/2020
     IQI284,831$3,343 03/31/2020
Morgan Stanley284,389$3,330 03/31/2020
     IQI284,389$3,330 03/31/2020
RiverNorth Capital Management LLC260,293$3,048 03/31/2020
     IQI260,293$3,048 03/31/2020
Vivaldi Capital Management LLC253,050$2,963 03/31/2020
     IQI253,050$2,963 03/31/2020
Wells Fargo & Company MN249,397$2,921 03/31/2020
     IQI249,397$2,921 03/31/2020
Van ECK Associates Corp243,809$2,855 03/31/2020
     IQI243,809$2,855 03/31/2020
Raymond James & Associates243,642$2,853 03/31/2020
     IQI243,642$2,853 03/31/2020
Claybrook Capital LLC238,431$2,792 03/31/2020
     IQI238,431$2,792 03/31/2020
JFS Wealth Advisors LLC216,422$2,534 03/31/2020
     IQI216,422$2,534 03/31/2020
Fiera Capital Corp205,780$2,410 03/31/2020
     IQI205,780$2,410 03/31/2020
Cottage Street Advisors LLC200,590$2,343 03/31/2020
     IQI200,590$2,343 03/31/2020
Royal Bank of Canada186,178$2,180 03/31/2020
     IQI186,178$2,180 03/31/2020
Bank of America Corp DE167,661$1,963 03/31/2020
     IQI167,661$1,963 03/31/2020
Ladenburg Thalmann Financial Services Inc.134,694$1,702 12/31/2019
     IQI134,694$1,702 12/31/2019
Baird Financial Group Inc.140,832$1,649 03/31/2020
     IQI140,832$1,649 03/31/2020
Invesco Ltd.117,275$1,373 03/31/2020
     IQI117,275$1,373 03/31/2020
Advisor Group Holdings Inc.110,190$1,290 03/31/2020
     IQI110,190$1,290 03/31/2020
Ameriprise Financial Inc.107,190$1,255 03/31/2020
     IQI107,190$1,255 03/31/2020
BOKF NA99,000$1,159 03/31/2020
     IQI99,000$1,159 03/31/2020
Raymond James Financial Services Advisors Inc.95,237$1,115 03/31/2020
     IQI95,237$1,115 03/31/2020
Cambridge Investment Research Advisors Inc.92,858$1,087 03/31/2020
     IQI92,858$1,087 03/31/2020
First Trust Advisors LP86,478$1,013 03/31/2020
     IQI86,478$1,013 03/31/2020
LPL Financial LLC70,987$831 03/31/2020
     IQI70,987$831 03/31/2020
Legacy Wealth Planning LLC67,493$790 03/31/2020
     IQI67,493$790 03/31/2020
Northwestern Mutual Wealth Management Co.59,251$694 03/31/2020
     IQI59,251$694 03/31/2020
Horizon Kinetics Asset Management LLC58,055$680 03/31/2020
     IQI58,055$680 03/31/2020
Commonwealth Equity Services LLC57,554$673 03/31/2020
     IQI57,554$673 03/31/2020
Capital Investment Advisors LLC54,895$643 03/31/2020
     IQI54,895$643 03/31/2020
CNH Partners LLC54,302$636 03/31/2020
     IQI54,302$636 03/31/2020
First Foundation Advisors49,186$576 03/31/2020
     IQI49,186$576 03/31/2020
Wedbush Securities Inc.47,357$555 03/31/2020
     IQI47,357$555 03/31/2020
Centaurus Financial Inc.43,355$508 03/31/2020
     IQI43,355$508 03/31/2020
PNC Financial Services Group Inc.43,267$507 03/31/2020
     IQI43,267$507 03/31/2020
Bramshill Investments LLC35,821$419 03/31/2020
     IQI35,821$419 03/31/2020
6 Meridian34,026$398 03/31/2020
     IQI34,026$398 03/31/2020
Nuveen Asset Management LLC32,524$381 03/31/2020
     IQI32,524$381 03/31/2020
West Family Investments Inc.30,674$359 03/31/2020
     IQI30,674$359 03/31/2020
Global Endowment Management LP29,200$342 03/31/2020
     IQI29,200$342 03/31/2020
Mariner Investment Group LLC28,625$335 03/31/2020
     IQI28,625$335 03/31/2020
Mid Atlantic Financial Management Inc. ADV27,800$326 03/31/2020
     IQI27,800$326 03/31/2020
Advisors Asset Management Inc.26,228$307 03/31/2020
     IQI26,228$307 03/31/2020
Goldman Sachs Group Inc.24,169$283 03/31/2020
     IQI24,169$283 03/31/2020
Dakota Wealth Management22,100$259 03/31/2020
     IQI22,100$259 03/31/2020
Creative Planning21,204$248 03/31/2020
     IQI21,204$248 03/31/2020
Family Management Corp20,955$245 03/31/2020
     IQI20,955$245 03/31/2020
Aurora Private Wealth Inc.20,708$242 03/31/2020
     IQI20,708$242 03/31/2020
Segall Bryant & Hamill LLC20,044$235 03/31/2020
     IQI20,044$235 03/31/2020
Advisor Group Inc.17,736$223 12/31/2019
     IQI17,736$223 12/31/2019
M&R Capital Management Inc.18,920$221 03/31/2020
     IQI18,920$221 03/31/2020
Virtu Financial LLC14,965$188 12/31/2019
     IQI14,965$188 12/31/2019
Successful Portfolios LLC14,032$164 03/31/2020
     IQI14,032$164 03/31/2020
Quad Cities Investment Group LLC13,605$159 03/31/2020
     IQI13,605$159 03/31/2020
Landscape Capital Management L.L.C.12,419$145 03/31/2020
     IQI12,419$145 03/31/2020
Pacitti Group Inc.11,863$138 03/31/2020
     IQI11,863$138 03/31/2020
Bremer Bank National Association11,554$135 03/31/2020
     IQI11,554$135 03/31/2020
Mutual Advisors LLC11,065$130 03/31/2020
     IQI11,065$130 03/31/2020
Townsquare Capital LLC10,811$124 03/31/2020
     IQI10,811$124 03/31/2020
Argent Trust Co10,382$122 03/31/2020
     IQI10,382$122 03/31/2020
LS Investment Advisors LLC9,304$109 03/31/2020
     IQI9,304$109 03/31/2020
Sandy Spring Bank5,000$59 03/31/2020
     IQI5,000$59 03/31/2020
Bank of Montreal Can5,177$58 03/31/2020
     IQI5,177$58 03/31/2020
Kore Private Wealth LLC4,979$58 03/31/2020
     IQI4,979$58 03/31/2020
Steward Partners Investment Advisory LLC4,267$49 03/31/2020
     IQI4,267$49 03/31/2020
Citigroup Inc.3,058$36 03/31/2020
     IQI3,058$36 03/31/2020
Whittier Trust Co.3,085$36 03/31/2020
     IQI3,085$36 03/31/2020
Huntington National Bank2,824$33 03/31/2020
     IQI2,824$33 03/31/2020
Certified Advisory Corp2,499$29 03/31/2020
     IQI2,499$29 03/31/2020
Disciplined Investments LLC2,186$26 03/31/2020
     IQI2,186$26 03/31/2020
Sugarloaf Wealth Management LLC1,750$20 03/31/2020
     IQI1,750$20 03/31/2020
Benjamin F. Edwards & Company Inc.1,585$19 03/31/2020
     IQI1,585$19 03/31/2020
Sound Income Strategies LLC1,579$18 03/31/2020
     IQI1,579$18 03/31/2020
Financial Management Professionals Inc.1,000$12 03/31/2020
     IQI1,000$12 03/31/2020
Tradewinds Capital Management LLC812$10 03/31/2020
     IQI812$10 03/31/2020
Global Wealth Management Investment Advisory Inc.750$9 03/31/2020
     IQI750$9 03/31/2020
Panagora Asset Management Inc.390$5 03/31/2020
     IQI390$5 03/31/2020
Pinnacle Bank339$4 03/31/2020
     IQI339$4 03/31/2020
WASHINGTON TRUST Co197$2 03/31/2020
     IQI197$2 03/31/2020
Advisory Services Network LLC159$2 03/31/2020
     IQI159$2 03/31/2020
FinTrust Capital Advisors LLC194$2 03/31/2020
     IQI194$2 03/31/2020
Proequities Inc.0$0 03/31/2020
     IQI0$0 03/31/2020

See Summary: Institutional Holders of IQI
See Details: Top 10 Hedge Funds Holding IQI
Also See: IQI Insider Buying
Also See: IQI Holdings Changes

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